RA
HTO

Rise Advisors’s H2O America HTO Stock Holding History

Rise Advisors’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-214
Closed -$10.4K – 1210
2025
Q3 		$10.4K Hold
214
– – ﹤0.01% 970
2025
Q2 		$11.1K Hold
214
– – ﹤0.01% 929
2025
Q1 		$11.7K Buy
+214
New +$11K 0.01% 866
2024
Q4 		– Sell
-122
Closed -$7.07K – 1201
2024
Q3 		$7.07K Buy
122
+1
+0.8% +$59 ﹤0.01% 1060
2024
Q2 		$6.55K Buy
121
+36
+42% +$1.97K ﹤0.01% 1060
2024
Q1 		$4.81K Buy
+85
New +$5.04K ﹤0.01% 1091

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's HTO Position: Q4 2025 in Review

Rise Advisors sold out of H2O America (HTO) in Q4 2025, closing a stake of 214 shares — an estimated $10.4K sold.

Rise Advisors first reported a position in HTO in Q1 2024 and held it in 6 quarters. The position peaked at $11.7K in Q1 2025. 279 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • Rise Advisors reported no remaining H2O America position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 214 H2O America shares in Q4 2025, an estimated $10.4K.
  • Rise Advisors first reported a position in H2O America in Q1 2024 and held it in 6 quarters.
  • Rise Advisors's H2O America position peaked at $11.7K in Q1 2025.
  • 279 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.